John Dow
讚並評論了
就市值而言,科創板的市值只有蘋果的四分之一。我認為NVDA有如此廣泛的業務範圍,比如蓬勃發展的B2B和B2C業務,還有很長的路要走,直到它被公平評價。在動能、增長和價值上看好NVDA。5星級選擇,如果我們能夠持有這個泡沫市場。 $英偉達 (NVDA.US)$ 就市值而言,科創板的市值只有蘋果的四分之一。我認為NVDA有如此廣泛的業務範圍,比如蓬勃發展的B2B和B2C業務,還有很長的路要走,直到它被公平評價。在動能、增長和價值上看好NVDA。5星級選擇,如果我們能夠持有這個泡沫市場。 $蘋果 (AAPL.US)$就市值而言,科創板的市值只有蘋果的四分之一。我認為NVDA有如此廣泛的業務範圍,比如蓬勃發展的B2B和B2C業務,還有很長的路要走,直到它被公平評價。在動能、增長和價值上看好NVDA。5星級選擇,如果我們能夠持有這個泡沫市場。
已翻譯
31
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John Dow
讚了
$Lucid Group (LCID.US)$ 在歐洲或中國市場沒有機會。 $特斯拉 (TSLA.US)$ 可能已經悄悄接近寶馬/奔馳/奧迪,但對於盧斯達不太可能。他們試圖推出的奢華電動汽車在歐洲行不通。中國即將推出自家的本土奢華轎車。盧斯達的未來是一家專注於北美的奢華電動汽車制造商。頂多是一輛電動瑪莎拉蒂。最多每年在北美銷售大概5萬輛汽車。市值30至400億。
已翻譯
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1
John Dow
讚並評論了
Let's compare the daily trading of $特斯拉 (TSLA.US)$ with that of $遊戲驛站 (GME.US)$, the most famous WSB darling and meme stock.
Tesla:
- Average volume 24.7M
- Today's price $1116
- Average daily $$ volume traded $27.5B
GameStop:
- Average volume 2.6M
- Today's price $212
- Average daily $$ volume traded $550M
The average daily dollar volume trading in Tesla is 50 TIMES that of GameStop. So no, retail investors are not driving up the trading price of Tesla shares like they have in meme stocks like GameStop.
Tesla:
- Average volume 24.7M
- Today's price $1116
- Average daily $$ volume traded $27.5B
GameStop:
- Average volume 2.6M
- Today's price $212
- Average daily $$ volume traded $550M
The average daily dollar volume trading in Tesla is 50 TIMES that of GameStop. So no, retail investors are not driving up the trading price of Tesla shares like they have in meme stocks like GameStop.
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John Dow
讚了
TCL將採用Google TV。 $谷歌-C (GOOG.US)$ 捨棄Roku。 $Roku Inc (ROKU.US)$卡西伍德在她的投資組合中只有一個重點,特斯拉。她全力支持特斯拉。 $特斯拉 (TSLA.US)$她通過她的「大師」眼光賺錢。
高位買入,低位賣出,反復洗滌。
高位買入,低位賣出,反復洗滌。
已翻譯
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John Dow
讚並評論了
$Benessere Capital Acquisition Corp (BENE.US)$, the SPAC that is run by Patrick Orlando, who is also behind the Trump's media deal with SPAC $Digital World Acquisition Corp (DWAC.US)$, has been halted for news pending.
Another SPAC run by Orlando, $YUNHONG INTERNATIONAL COM USD0.001 (S/R 31/01/2027) (ZGYHR.US)$, on Friday disclosed in an 8-K filing that it plans to dissolve and liquidate after it was unable to consummate a deal within the required timeframe.
$BENESSERE CAP ACQUISITION CORP C/WTS (TO PUR COM) (BENEW.US)$ warrants initially jumped on the Digital World deal with Trump back in October.
Benessere Capital also disclosed in an 8-K filing dated Nov. 19 that that the SPAC's audit committee said that the company's financial statements should be no longer be relied upon due to the classification of the company's Class A common stock as temporary equity.
Orlando's dealings with Trump have come under scrutiny in the wake of a New York Times article last month that claimed there might be potential violations of securities laws in regard to the DWAC SPAC. Last week Sen. Elizabeth Warren (D-MA) sent a letter to SEC Chairman Gary Gensler requesting that the agency investigate the transaction.
Another SPAC run by Orlando, $YUNHONG INTERNATIONAL COM USD0.001 (S/R 31/01/2027) (ZGYHR.US)$, on Friday disclosed in an 8-K filing that it plans to dissolve and liquidate after it was unable to consummate a deal within the required timeframe.
$BENESSERE CAP ACQUISITION CORP C/WTS (TO PUR COM) (BENEW.US)$ warrants initially jumped on the Digital World deal with Trump back in October.
Benessere Capital also disclosed in an 8-K filing dated Nov. 19 that that the SPAC's audit committee said that the company's financial statements should be no longer be relied upon due to the classification of the company's Class A common stock as temporary equity.
Orlando's dealings with Trump have come under scrutiny in the wake of a New York Times article last month that claimed there might be potential violations of securities laws in regard to the DWAC SPAC. Last week Sen. Elizabeth Warren (D-MA) sent a letter to SEC Chairman Gary Gensler requesting that the agency investigate the transaction.
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John Dow
讚並評論了
真正的吸引力是希望另一家銷售少數人負擔得起的汽車的電動汽車製造商將在估值上爆炸,這是零意義的( $特斯拉 (TSLA.US)$)。汽車是商品業務,還是您已經忘記了?
福特,通用汽車和大眾最終將超越電動汽車銷售,但是因為他們實際上有利可圖,並且不會剪下政府回贈優惠券來模擬利潤(再次) $特斯拉 (TSLA.US)$)您不會看到流鼻血估值。在這個扭曲的股市中,賣出一股增長股票的時候就是當它實際賺錢的時候,然後轉到下一個夢幻想的每年數十億美元現金燃燒器,價值比一個小國家更高。
相反地購買為所有這些價格過高的電動汽車公司提供技術的公司,您知道.. 那些實際賺錢的公司。
福特,通用汽車和大眾最終將超越電動汽車銷售,但是因為他們實際上有利可圖,並且不會剪下政府回贈優惠券來模擬利潤(再次) $特斯拉 (TSLA.US)$)您不會看到流鼻血估值。在這個扭曲的股市中,賣出一股增長股票的時候就是當它實際賺錢的時候,然後轉到下一個夢幻想的每年數十億美元現金燃燒器,價值比一個小國家更高。
相反地購買為所有這些價格過高的電動汽車公司提供技術的公司,您知道.. 那些實際賺錢的公司。
已翻譯
11
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John Dow
表達了心情並評論了
$Zoom視頻通訊 (ZM.US)$ Where I work for the government sector in California, our unit program alone which has 200 office employees all came back 5 days per week into the office on November 1st 2021. We now only have once per week 15 minutes Wednesday morning zoom meetings instead of the two per week 30 minutes each meetings.
Most employees that I spoken to don't like the Zoom meetings never really did from the start and after 1 year most employees got simply "burned out" with Zoom.
Zoom-Heads we call them now. Most staff employees also never enjoyed going on camera, so they always kept their camera on "off" during the zoom meetings.
People can talk to each other now by simply walking up to their cubicle or office to chat, Zoom is no longer needed. End of statement.
Most employees that I spoken to don't like the Zoom meetings never really did from the start and after 1 year most employees got simply "burned out" with Zoom.
Zoom-Heads we call them now. Most staff employees also never enjoyed going on camera, so they always kept their camera on "off" during the zoom meetings.
People can talk to each other now by simply walking up to their cubicle or office to chat, Zoom is no longer needed. End of statement.
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John Dow
表達了心情並評論了
$Palantir (PLTR.US)$ Palantir Technologies 首席執行官 Alex Karp 週二表示,最近大公司離開加利福尼亞州的趨勢最終將幫助該州,認為競爭將推動創新。
Palantir 的行政長官還辯護了公司的慷慨的股票補償計劃,該計劃因稀釋股東而受到批評。
Karp 對薪酬問題長期看待,認為吸引頂尖人才將帶來更好的產品,從而支持長期股票增長。
「我們聘請了世界上最好,最有趣和不同的人。...他們得到非常公平的報酬,我們將繼續開發這些產品並繼續為人們提供支持,」他說。
在加利福尼亞州,PLTR 總部從矽谷搬到丹佛的 Karp 認為,加利福尼亞州「在建築技術方面具有很多優勢」,但將從更多元化的企業環境中受益。
「長遠,這將有助於加利福尼亞。在短期內,這是一個巨大的問題,」他對最近離開州的出境說。
PLTR 是最近離開加利福尼亞前往其他州的許多知名公司之一,包括埃隆馬斯克的特斯拉(Elon Musk),該公司宣布移居德克薩斯州奧斯汀。
Palantir 的行政長官還辯護了公司的慷慨的股票補償計劃,該計劃因稀釋股東而受到批評。
Karp 對薪酬問題長期看待,認為吸引頂尖人才將帶來更好的產品,從而支持長期股票增長。
「我們聘請了世界上最好,最有趣和不同的人。...他們得到非常公平的報酬,我們將繼續開發這些產品並繼續為人們提供支持,」他說。
在加利福尼亞州,PLTR 總部從矽谷搬到丹佛的 Karp 認為,加利福尼亞州「在建築技術方面具有很多優勢」,但將從更多元化的企業環境中受益。
「長遠,這將有助於加利福尼亞。在短期內,這是一個巨大的問題,」他對最近離開州的出境說。
PLTR 是最近離開加利福尼亞前往其他州的許多知名公司之一,包括埃隆馬斯克的特斯拉(Elon Musk),該公司宣布移居德克薩斯州奧斯汀。
已翻譯
33
14
John Dow
讚了
$英偉達 (NVDA.US)$ 這是一家偉大的公司,過去5年股價上漲了超過1,200%。
但別搞錯了...擁有100的市盈率,這支股票與其他科技板塊一樣被高估了。
如果我們出現修正,如果泡沫最終破裂,如果10年期債券的收益率超過4%,那麼NVDA將崩潰,而且會嚴重崩潰。
但別搞錯了...擁有100的市盈率,這支股票與其他科技板塊一樣被高估了。
如果我們出現修正,如果泡沫最終破裂,如果10年期債券的收益率超過4%,那麼NVDA將崩潰,而且會嚴重崩潰。
已翻譯
25
7
John Dow
讚並評論了
$阿里巴巴 (BABA.US)$ 如果我在頂部附近買了巴巴,並且在趨勢逆轉時沒有賣出,我也會責怪該國。是的,這是他們的錯,不是你的哈哈。如果您不了解何時出售投資,請堅持使用指數。我可以保證的一件事是 $SPDR 標普500指數ETF (SPY.US)$ 從長遠來看總是會上升,總是...
已翻譯
30
5
John Dow : 偉大的公司-銷售的價格就像 30--這裡通貨膨脹的高風險--不用了。